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First Trust Preferred Securities and Income ETF
FPE

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
376
Ameliora Wealth Management
Switzerland
$12K +$13.1K +741 New
HGERS
377
Householder Group Estate & Retirement Specialist
Arizona
$11K +$12.7K +718 New
NFSG
378
Newbridge Financial Services Group
Florida
$10K – – –
OPW
379
Oxler Private Wealth
New York
$9.8K – – –
AWM
380
AllSquare Wealth Management
New York
$8K – – –
WTA
381
Washington Trust Advisors
Massachusetts
$8K – – –
NC
382
NewSquare Capital
Pennsylvania
$7K +$7.07K +401 New
HCM
383
Highlander Capital Management
New Jersey
$5K – – –
AIP
384
Almanack Investment Partners
Pennsylvania
$5K +$5.08K +288 New
CA
385
Cetera Advisors
Colorado
$5K +$326K +18,477 +6%
TAM
386
Tucker Asset Management
Colorado
$4.95K – – –
AA
387
AlphaMark Advisors
Kentucky
$4K – – –
CFO
388
CVA Family Office
Colorado
$4K – – –
OIA
389
Optimum Investment Advisors
Illinois
$4K – – –
SC
390
SouthState Corp
Florida
$4K – – –
PWMG
391
Prestige Wealth Management Group
New Jersey
$3K – – –
AIM
392
Axiom Investment Management
New York
$3K +$3.53K +200 New
S
393
SignatureFD
Georgia
$2K -$9.44K -535 -83%
CCA
394
Column Capital Advisors
Indiana
$2K – – –
FMP
395
Financial Management Professionals
Texas
$2K – – –
KTC
396
Kistler-Tiffany Companies
Pennsylvania
$2K – – –
CWM
397
Castle Wealth Management
Florida
$1K – – –
M1FG
398
Mach-1 Financial Group
Arkansas
$1K – – –
KFS
399
Kelly Financial Services
Massachusetts
$14 +$18 +1 New
SFWA
400
Summit Financial Wealth Advisors
Louisiana
– -$19.6M -1,104,780 Closed
14 15
16
17 18